Associate, Corporate Development

Sun Life is looking for an Associate to join our Corporate Development team. Corporate Development is responsible for evaluating and driving strategic initiatives across Sun Life’s four pillars. This includes supporting mergers, acquisitions, sales, minority equity investments, as well as the formation of joint ventures, partnerships and other strategic opportunities. Corporate Development also evaluates and helps execute broader enterprise-level strategic initiatives and internal projects, including semi-organic opportunities.

The Associate, Corporate Development, is based in Toronto and will join a high-performing team and play a key role in developing and executing on both short and long-term growth strategies across Sun Life’s global business.

Please note this role requires regular presence at our Toronto One York offices, with hybrid flexibility in preapproved circumstances.

What will you do

Play a key role in the evaluation of strategic opportunities, including mergers, acquisitions, sales, minority investments, as well as joint ventures, partnerships, and other strategic opportunities

Support all stages of the transaction life cycle and manage multi-functional due diligence processes to appropriately identify risks and mitigants

Prepare internal approval and informal evaluation materials for senior leaders which summarize strategic merits, financial considerations, and key risks on prospective opportunities

Build and maintain detailed financial models for valuation, transaction analysis, and strategic planning; develop key assumptions and draw conclusions from the analysis

Conduct industry research, market analysis, and competitive benchmarking to identify and distill key industry trends and opportunities for internal stakeholders

Undertake ad-hoc analyses, as required from time to time, to support business planning and other strategic projects

Develop and maintain databases of comparable companies and precedent transactions

Provide ongoing mentorship and professional development support to analysts

Other responsibilities as required

What do you need to succeed

3-5 years of relevant experience, such as investment banking, corporate development, M&A and/or actuarial transaction advisory

Bachelor's degree in finance, economics, commerce, actuarial science or a related field

Proficiency in building complex financial models, including merger model and discounted cash flow model

Strong understanding of capital budgeting concepts, financial statement analysis, and valuation methodologies

Knowledge of Canadian life insurance financial reporting and actuarial valuation

High proficiency in Microsoft Excel and PowerPoint, with experience in creating visually compelling presentations

Excellent written and verbal communication skills, with the ability to effectively present complex information to non-finance professionals

Strong project management and organizational skills, with the ability to manage multiple tasks and projects simultaneously

To work cross-functionally, build relationships and collaborate effectively with a wide range of internal and external stakeholders on transaction processes across our global businesses

To leverage technology and data to help drive efficiencies and positive outcomes

Unquestionable personal code of ethics, integrity, and trust

Preferred Skills:

Completion or demonstrated progress towards relevant professional designations (e.g., CFA, CBV, CPA, FSA/FCIA) considered an asset

Proficiency in Bloomberg, Capital IQ and other similar tools

Demonstrated aptitude for learning and applying relevant AI tools

Other Requirements:

Ability to work flexibly across multiple time zones while managing competing priorities and deadlines; travel commensurate with business needs

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.